Pacific Capital Wealth Advisors’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$436 | – | 269 |
|
|
2024
Q4 | $436 | Hold |
100
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $668 | Hold |
100
| – | – | ﹤0.01% | 446 |
|
|
2024
Q2 | $416 | Hold |
100
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $450 | Sell |
100
-20
| -17% | -$90 | ﹤0.01% | 493 |
|
|
2023
Q4 | $1.09K | Buy |
+120
| New | +$1.09K | ﹤0.01% | 303 |
|